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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel? -- Ignore unavailable to you. Want to Upgrade?

To: Benny Baga who wrote (6994)	6/24/1999 1:28:00 PM
From: Harp	Respond to of 20297

Yeah, that's why FDC has a 20 billion dollar Market Cap., FDC must be doomed. lol great point! does anyone get the idea that TEX views their new vaporware switch as "the ATM of the bill presentment world"?

To: Benny Baga who wrote (6994)	6/24/1999 1:35:00 PM
From: micny	Read Replies (1) \| Respond to of 20297

Benny, unfortunately, I think what they are trying to avoid is ANOTHER FDC like occurence. They saw the processing go to a low/cost scaled enterprise and they lost control of the process and the pricing. The same thing happened on the merchant processing side with the likes of Concord/Total et al. What they don't recognize is that they should encourage this, particularly with the commodity-like nature of the processing CKFR does. What they should be concerned with is not the delivery system, but rather the packaging, pricing, promotion of these services, and how they relate to the other services they offer. Their focus on the processing/delivery of services, rather than their OFFERINGS is exactly what gives the Schwabs et al the opportunity to eat their lunch.